Plata Marzo 2022

Enlace a mi tienda en ebid. Iré subiendo más moneditas de mi colección

https://stores.ebid.net/moneditis

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La entrada anterior versaba, no casualmente, sobre la guerra entre los Países Bajos y España en tiempos de Felipe II. La actual guerra entre Rusia y Ucrania está también localizada en una zona relativamente pequeña, pero sus implicaciones y consecuencias son globales, mucho más extendidas y profundas en el actual tablero mundial

No es mi intención dramatizar ni comentar/analizar la situación bélica; esta entrada va sobre la plata: cotización y sus motivos o razones. A nadie se le escapa que en tiempos de inestabilidad son los bienes tangibles, oro, plata y metales preciosos en general entre ellos, los que se convierten en más apetecibles; el miedo es libre.

Aquí más entradas en este blog sobre el metal lunar; selecciono alguna interesante, pero aquí   https://moneditis.com/tag/plata/   y aquí  https://moneditis.com/tag/silver/   muchas más

https://moneditis.com/2021/06/18/fin-del-patron-plata/

https://moneditis.com/2020/12/04/oro-y-plata-confiscados/

https://moneditis.com/2021/04/17/squeeze-reddit-silver-bugs-wallstreet/

Comparto la mayoría de los puntos de vista del vídeo anterior, el detonante de la subida está claro; veremos que pasa cuando las aguas vuelvan a su cauce, dado que otras materias primas industriales más abundantes, como el Cu, Ni, Al…han subido proporcionalmente mucho más que la Ag

http://www.kitcosilver.com/

Lleva unos días nerviosa y, probablemente, la cotización a corto plazo se mueva por noticias relativas a sanciones, datos macro y demás cuestiones…además del sempiterno mazo  😉   Hoy precisamente, 9 de marzo, está cayendo su cotización en papel; otra cosa son los premiums en físico.

https://www.upstatecoins.com/platform-login-dealer-sheets/

Desde Wall Street Silver comentan que hay mucha demanda en algunas tiendas norteamericanas. Arriba os dejo precios para comerciantes USA.

Aquí  https://www.rankia.com/blog/llinares/5326871-parece-que-comex-queda-poca-plata   Francisco Llinares comenta que Parece que al Comex le queda poca plata

«Resulta que hace dos días los roll over de la plata estaban todos como suele ser normal, y de repente el primer vencimiento de mayo cotiza a 0.64$ por encima del spot.

El segundo y el tercer vencimiento están en backwards respecto al primero, lo que no es nada habitual.

La única explicación lógica que se me ocurre es que en el Comex no tienen plata ni para fabricar media docena de cucharas, y para desincentivar que la gente vaya a la entrega suben el precio del futuro una burrada. Ese diferencial supone un castigo para el que va a la entrega de plata física, pues en todas las tiendas el metal se vende a precio spot más el premium que gana el de la tienda. Si tiene que pagar el precio del futuro, que está 0.64$ por encima del spot, esos 0.64$ serán un menor beneficio a la hora de vender, ya que tendrá que aplicar el precio spot como se ha hecho siempre.»

Hay muchas variables / parámetros a tener en cuenta pero, más o menos, con todo lo anterior podéis haceros una idea de por donde va a ir la plata. No seré yo el que, bola de cristal mediante, vaticine el futuro… Rublo cayendo a plomo y el euro también (menos). Lo del petróleo ya lo notáis al repostar en la gasolinera…y el del Tesla también…Aceite, harina, pasta…arrasados en los supermercados. Inflación galopante. Un desastre.

P.S.  https://futurocienciaficcionymatrix.blogspot.com/2022/03/el-colapso-del-mercado-de-materias.html

Ya se ha producido el colapso del Ni (Níquel).

«Los mercados de materias primas sitos en Londres y Chicago, han colapsado esta semana como consecuencia del caso del níquel. En unos mercados donde se supone que se deben fijar precios en función de la oferta y la demanda, han tenido que suspender la cotización del niquel, porque no se cumplían las garantías pedidas a un participante, recibió una llamada de margen y no pudo cumplimentarla. Como consecuencia de ello, la cotización del níquel ascendió en una jornada el 75% y las autoridades competentes, decidieron suspender la cotización primero y luego cancelar todas las operaciones ejecutadas ese día, dejando como cotización válida, la del día anterior.»

https://goldbroker.com/news/commodity-price-shock-physical-gold-purchases-accelerate-2679

«A toda prisa, la LME acaba de cambiar las reglas para otros cinco metales además del níquel. Estos son cobalto, aluminio, zinc, plomo y estaño. Para cada uno de estos metales, los vendedores de futuros pueden tomar un respiro: ya no están obligados a entregar el metal y se han implementado herramientas de control de precios.»

«Asistimos, por tanto, a una intervención directa (rescate) por parte de determinadas instituciones vendedoras protegidas en el mercado de futuros utilizando el dinero de inversores largos en estos mercados.»

Después habla del mercado de materias primas agrícolas para llegar al oro

«Y el oro no escapa a estas intervenciones masivas en el mercado de futuros.

La subida del oro es, por el momento, mucho más contenida si se compara con las alzas de otras materias primas: 

La principal razón de este bajo rendimiento es la mayor capacidad de los operadores comerciales en el mercado de futuros para controlar el precio del oro . El mercado del oro es mucho más importante que el mercado del níquel para estos bancos comerciales masivamente expuestos, a través de un número cada vez mayor de posiciones cortas. El volumen de contratos vendidos para mantener el oro por debajo de sus máximos supera todo lo visto en los últimos veinte años. Incluso en 2011, los comerciantes no intervinieron de manera tan masiva para controlar los precios de los futuros. El mercado de futuros está alcanzando nuevos máximos en términos de capital invertido. Estas posiciones cortas no pueden comprometerse sin el apoyo implícito de una entidad más grande. Por el contrario, el respaldo de posiciones largas tan grandes tampoco puede realizarse sin el respaldo probable de una entidad soberana.

Una lectura de este mercado de futuros de oro puede revelar la continuación de una guerra que ahora se libra en el frente monetario.

Y mientras esta batalla tiene lugar en el mercado del papel, estamos viendo compras cada vez mayores de oro físico. La inversión en ETF físicos vinculados al oro ha superado las 60 toneladas desde principios de febrero, con una notable aceleración esta semana. Las compras de oro físico en los minoristas estadounidenses también aumentaron considerablemente esta semana.»

El oro se guarda según se extrae del subsuelo (uso industrial marginal) pero la plata se consume en multitud (miles) de aplicaciones y procesos…Veremos lo que tarda Ag en salirse de las gráficas «tu de mun»…o no  😉  dado que es el subyacente metálico con mayor número de contratos cortos abiertos por grandes entidades bancarias / especuladores, «marcada» de cerca por el Pt

https://www.reddit.com/r/Silverbugs/comments/ltqv6x/weekly_concentration_of_traders_in_the_cftc/
min 22,45 – 26,35 and 30 – 31 min

https://www.silver-phoenix500.com/article/why-silver-oak-solid-investment

P.S.II 2021-peace-dollar-lead3bd4204111176df9aa55ff0000be2468

«WASHINGTON – The United States Mint (Mint) today announced it will forgo the production and sales of Morgan and Peace Silver Dollars in 2022.  This calculated pause is directly related to the global pandemic’s impact upon the availability of silver blanks from the Mint’s suppliers.  The suspension will give the Mint time to evaluate the best way to allocate our limited supply of silver to ensure the best customer experience we can.»

https://www.coinworld.com/news/us-coins/breaking-news-no-2022-morgan-or-peace-dollars

Squeeze reddit Silver Bugs WallStreet

Enlace a mi tienda en ebid. Iré subiendo más moneditas de mi colección

https://stores.ebid.net/moneditis

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Aquí ya hablaba, a finales de enero, sobre la compra masiva de plata, tanto física como a través de PSLV (papel con respaldo),  en todo el mundo para conseguir hundir a los banqueros de JPMorgan, entre otros

https://moneditis.com/2021/01/28/slv-reddit-wallstreetbets-thehappyhawaiian-silver-futures/

Estamos ya en abril y los autodenominados «apes» siguen a lo suyo: acumular monedas y lingotes de plata

https://www.reddit.com/r/SilverSqueeze/comments/mpybf6/heres_why_youll_be_unable_to_buy_silver_by_may_14/

Here’s why you’ll be unable to buy silver by May 14

Discussionr/Wallstreetsilver•Posted byu/MichaelSilveria18 days ago

Here’s why you’ll be unable to buy silver by May 14Discussion

So first this is going to be an ‘opinion’ post for 2 reasons. The first is I cannot be bothered to explain and quantify all the data I have. Second is I do not want to reveal my sources. So assume I am a schizophrenic that hears voices and thinks god told me all this.

By May 7th silver retail production will be about 5% compared to what it is now. Roughly a week later all retail products made from March 1 to May 7th will have been sold. You will effectively be unable to buy any new coins or bars from this point (May 14th) onwards as that small amount being produced per day will have an ever increasing tank of sharks chasing it.

Now for some explanations of what we are seeing in the physical market. Around Feb 1 when the WSS movement started there were bars and coins sitting in shops and warehouses around the world, lets call this global retail inventory «Before WSS Inventory» or BWI. This entire supply was wiped out by early March. Now this BWI that was bought up very quickly did not touch a single 1000oz bar in the market, this is why Comex and ETFs barely saw movement until March rolled around.

Somewhere between Feb and March the retail smelters and refineries went to 100% production and they will stay there until, one by one they run out of supply. May 7th is the deadline so to speak when nearly all of their 1000oz supply will be depleted. Any increase in demand for retail products will not speed up this process, they will be making products until May 7th, they have their 1000oz inventory and they are close to 100% production. There are some exceptions to all refineries operating at 100%, some have already depleted their supplies and some are rationing while they attempt to source new 1000oz bars.

So what is the actual problem here? If a refinery runs out of 1000oz it will just get more right? This is exactly what they have been doing, in near panic for the last 2 weeks. But this process began at some refineries middle of February, kicked into gear first week of March and hit panic levels just recently. They cannot find enough. Refineries are now battling investors for the last 1000oz bars and paying premiums never seen before, this is part of the reason premiums for the retail products are high and will get higher. Refineries are also getting phone calls from ETFs/investors asking them for their remaining 1000oz.

So here is what you are going to see in the leadup to May 7th.

  1. Individual retail suppliers are one by one going to run out of product completely as the refineries they rely on cease or ration production.
  2. There will be an increased inability to convert any paper product into 1000oz bars, let alone smaller bars.
  3. PSLV will come out before the end of April and say they are unable to source enough 1000oz bars to satisfy their prospectus.
  4. Premiums will get higher and higher.
  5. Local coin shops may be the only possibility to find any silver after May as some people will still be selling a few coins and bars.

All of this is based on the assumption that refiners will use their whole 1000oz inventory for products. If they don’t that May 7th deadline will be pushed forward. Why wouldn’t they? Well greed mainly. If you had the last supplies of a dwindling resource it would make financial sense for you to stop production now and make products in the future when you can charge way more. If there are any refinery «unexpected downtime» this is the reason. It is also possible they will be «politely» asked to stop.

As always, good luck to everyone.

Resumen: se acaba la plata 😉

https://www.reddit.com/r/Silverbugs/

https://www.reddit.com/r/Wallstreetsilver/

https://www.reddit.com/r/SilverSqueeze/

Sigo sin bola de cristal…pero es «divertido» pensar que David (apes) podrá contra Goliath (banca metalera)

https://www.reddit.com/r/Wallstreetsilver/comments/mpwy39/this_war_is_not_meant_to_be_won_it_is_meant_to_be/

This war is not meant to be won; it is meant to be continuous. An essay.

Due Diligence

The people in power WANT everyone alive poor, desperate, and helpless so we beg for salvation in the form of Central Bank Digital Currencies while the top 1% get richer than any other time EVER. Please read this entire post as I’ll go into detail about what’s really happening.

Central Bank Digital Currencies will give central banks «absolute control» (their words, not mine) over every person on earth. We cannot allow this global dictatorship to happen!! If they succeed, it will entrap all of humanity in PERMANENT slavery, forever. This is not an exaggeration!

This is quite literally the fight between good and evil for the future of all of humanity. If not for you, think of future generations. We cannot afford to lose this war! This was the same critical inflection point that caused Ancient Rome to fall, but this time it’s global.

I am begging you to look around and SEE what’s happening before your very eyes. People are scared and depressed through the constant bombardment of COVID-19 propaganda, lockdowns, and politics. People are choosing not to have life-saving cancer treatments for fear of catching a virus with a 97.8% survival rate. Suicides and homicides have spiked over extreme acute stress and trauma. The police force is turning against the people they are supposed to «serve and protect» while they act as a buffer between us and the real enemies: governments and banks. All of these entities were put in place BY US, to represent US. They haven’t actually represented us since the day they took office. Their campaigning to the populous was just a show with no intention to follow through on anything they promised. Banks and huge corporations then use their wealth to buy politicians to ensure they get ahead financially at the expense of everyone else. Buying politicians supposedly has a 750:1 return on investment.

If this doesn’t look like a world you imagined for yourself, your children, or your family, then you need to do something about it RIGHT NOW. Central Bank Digital Currencies are being built and implemented through the entire world economy as I write this, here in the year 2021. The first several are already in use.

Here’s how we got to this place: when you work at a job, you use your energy to produce something of value and are paid for whatever it is you produce. When you save money in a bank account (many banks pay you next to nothing in interest), not only are you losing your purchasing power and becoming poorer thanks to inflation, the banks are using YOUR cash to make loans to other people and are charging interest on that to the tune of at least 10:1. For every $1,000 in a bank account, they lend out $10,000 and charge interest on all of that. Yes, this means banks lend out money they don’t even have and charge interest on it.

And here’s the real shocker: when your local bank runs out of your money and can’t counterfeit even more into existence due to the reserve requirements, they call up the central bank to send them more. Central banks then get the national mint to print currency, then they lend that newly printed currency to the government and charge the government interest on loans to the local banks. Finally, the taxpayer is on the hook for ALL of it. This is called fractional reserve lending and it is the single source for ALL of humanity’s problems, from famines to war to poverty to hatred and wealth inequality.

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The elites use their power, wealth, and influence to wage psychological wars on the masses so that we will fight amongst ourselves over race (think Black Lives Matter or White Supremacists), politics (think Democrat vs. Republican), religion (think Christian vs. Muslim), when in reality, NONE of that stuff truly matters. It is ALL a social construct designed specifically to divide us and keep us fighting while the top 1% plunder the world’s riches.

Bankers have figured out a way to steal more than 90% of ALL of humanity’s wealth. This creates extraordinary distortions in the economy, as well as massive booms and busts like the one we are currently going through.

If you’ve ever felt like it’s getting harder to make ends meet, that’s because it is. You ARE getting poorer while banks and governments are getting unimaginably rich buying up all of the assets and resources in the economy (think the housing crisis of 2008/2009) by using our collective work energy. This happens to you even if you’ve never taken out a loan in your entire life. Simply using currency is what causes inflation, yet it’s the same people that benefit most that are telling us to use their infinitely-inflatable currency.

At some point, the dam always breaks because the cost of living exceeds income, and to prevent the debt slaves (meaning the entire population) from going bankrupt and causing deflation, leading to cascading defaults, bankers must hyperinflate the currency away like many countries including the United States (yes really; see the money supply at https://fred.stlouisfed.org/series/M1), Canada, Australia, Italy, Venezuela, and others are doing right now. Hyperinflation allows debtors to pay back their debts using worthless currency.

Fortunately, there is a way out of this hell they’re building; it’s their true Achilles heel: physical, real-world, hold-in-your-hands SILVER.

Silver is a naturally-limited (and dwindling) resource that cannot be inflated away, cannot be recreated in a laboratory, and has been used in commerce for thousands of years.

Physical silver is a store of value and if you hold your wealth in this form, it is impossible to go broke because it has intrinsic value.

Silver also protects you and your family from the ravages of hyperinflation. Just look at what happened to the price of silver in Venezuela, Zimbabwe, Weimar Germany, and Hungary during their bouts of hyperinflation; silver went up in price by BILLIONS of percentage points. Not even Bitcoin can offer such incredible, life-changing returns.

We MUST start using silver again and not fiat currencies that secretly steal all of your purchasing power through inflation over the decades! It’s the only way we can truly heal as a species.

Just remember, the people have always had the power, not our «elected officials» or banks, and it’s about fucking time we take back what’s ours!!

r/SilverSqueeze - The Purpose of Socialism/Communism is the Centralization of Power in the Hands of The Few. BUY SILVER & PUT THE POWER BACK IN THE HANDS OF THE PEOPLE. Buying Silver brings the world back to a Gold/Silver Standard that keeps the governments in check at least with regards to Money …

https://www.reddit.com/r/Wallstreetsilver/comments/mqgzk5/according_to_ted_butler_the_combined_short/

According to Ted Butler the combined short position of Bank of America and the Cartel is about 850 million ounces. From where the hell will they get this metal ?

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Exactly ten years back in April,2011 Silver traded at around $50. And now 10 years later in April, 2021 it is trading at around $25 ( half the price of April 2011) and is even being pushed below $25 as was done on last Monday. And this has happened despite the runaway inflation as prices of all items have gone up much higher. The only reason for this paradoxical fall in Silver price is the huge and concentrated short position of about 850 million ounces of a Cartel of banks like Goldman Sachs, HSBC, Bank of America to name a few. Now with the tightening of the physical availability of Silver in the market caused by this noble movement started by we Apes, the noose is tightening around the neck of these Banks and soon they will run for cover. The countdown has already started and the Silver Rocket is soon ready to take off leaving the all time high of $50 in April 2011 much behind it.

P.S. Imperios de la plata II